Discover A Purpose For Your Wealth

At CapTrust, we create a plan based on your priorities and values. That’s why, instead of starting with dollars and cents, we start with a discussion about the real riches in your life: family, friends, faith and service to others. Knowing what’s important to you enables us to not just give valuable advice, but invaluable insights into the best strategies that help you design a life well lived.

Wealth Planning

Are the solutions you have in place comprehensive and fitting for your needs to optimize your outcomes?

Financial Planning
Estate Planning
Tax Planning
Business Transition
Executive Services
Asset Protection
Philanthropic Planning & Guidance

Investment Management

Are you investing your resources wisely?

Asset Allocation Strategies
Custom Indexing
Individual stocks & bonds
Mutual funds & ETFs
Alternative Investments
Private Equity Investments
Real Estate
ESG, BRI, Impact

Life Guidance and Legacy Planning

What are your deepest values and highest life priorities?

Life & Family: Exploring your mission, vision, & values
Legacy Planning – Preparing heirs
Family Meetings: casting the vision & executing upon it

Your thoughts about money impact your financial choices.

"Guiding others to clarity and confidence regarding their financial life makes for a fulfilling day. It is a special moment when I can help someone discover peace about their future, the joy of giving to others, or the freedom to live the life they have always dreamed of."
— Bryan P. Linn, CIMA^®

"Today, our clients are truly seeking help to live their best possible life, to engage in deep and meaningful conversations and to incorporate the best of all their world into a comprehensive strategy for living purposeful lives, and I feel privileged to be able to be part of an organization that can accomplish that."
— Bruce H. Johnson, CIMA^®

"Making lasting personal relationships with clients is the ultimate reward, and is evidence we’ve gotten to the heart of what goals, concerns and dreams drive their decisions. Like many, my clients are seeking assurance and best possible outcomes. I have found that guiding people through a comprehensive strategy for optimizing their wealth empowers every client with confidence in their financial security and frees them to live a more fulfilling life."
— Shawn D. Pacanowski, CIMA^®

"Developing meaningful relationships with clients and colleagues is the central focus of my work. For individuals and institutional clients, this begins by creatively exploring client’s ‘financial life’ and developing wise solutions to their unique and complex needs. Within CapTrust, leading and serving a team of professionals, and coordinating their unique gifts and talents for the benefit of the clients we serve, is a profound privilege."
— Brian L. VandenBrink, CIMA^®

"I enjoy using my experience, knowledge, love of analytics and enjoyment of people to make sure each portfolio is thoughtfully managed with the client in mind. Working to ensure our plans are presented in an understandable manner is a very satisfying part of what I am called to do."
— Jason R. Bruxvoort

Discover A Purpose For Your Wealth

Wealth Planning

Investment Management

Life Guidance and Legacy Planning

Your thoughts about money impact your financial choices.

Acquiring wealth, growing it and using it — there’s a lot to discuss, and a lot of options to consider. Let’s talk.